Users on Asite can filter records from the available search criteria within the 'Contacts' tab.

The following are the key functions of this feature:

Create Filter - This enables you to define and build filter criteria by configuring the attribute.

Save Filter - This enables you to save the defined filter criteria for future use.

Edit Filter - This enables you to edit the saved filter. Criteria and names can be edited.

Unsaved Filter - The last applied filter is available for use. This pre-populates the filter criteria with the ability to amend and save the filter.

Delete Filter - Enables you to delete the filter if it is not required.

Create Filters

You can create a new filter by specifying filter criteria and applying them to filter the results.

It allows you to specify filter criteria for contacts. Let's select 'Job Title' as a filter criterion.

Select your contact attribute and specify the search criteria for that attribute in this case we can see the textbox for Job Title.

Once you specify search criteria, it searches for the required data. Click the 'Save Filter' button to save the filter with specified filter criteria. It opens the 'Save filter' window which enables you to specify the filter name. Specify the filter name and click the 'Save' button to save this filter.

A list of filter fields with name, type and descriptions are given below. You can also select applied custom attributes as filter fields.

Field Name	Field Type	Descriptions
Address	Text Box	It allows you to search for a particular address.
Email	Multiple Choice	It retrieves a list of all email IDs for selection.
Job Title	Text Box	It allows you to select specific job titles.
Full Name	Multiple Choice	It retrieves a list of all full names for selection.
Organisation Name	Multiple Choice	It retrieves a list of all organisation names for selection.
Projects	Multiple Choice	It retrieves a list of all project names for selection.
Telephone	Text Box	It allows you to search for a particular telephone number.
Time Zone	Multiple Choice	It retrieves a list of all time zones for selection.
Type	Multiple Choice	It allows you to select the type of user either 'My Org' or 'My Projects'.

Click the 'Cancel' button to cancel this process. The criteria is also available as the 'Last Unsaved Filter' for future use.

Edit Filters

You may edit an existing filter by selecting a specific filter from the list options of the 'Saved Filters' dropdown and edit the filter criteria that you want.

Once you edit the filter, it searches for the latest filter criteria and gives you the latest data. You may save this filter criteria by clicking the Save icon.

You may edit the filter and delete any unwanted filter by clicking the circled 'X'

icon.

Next Article: Edit Contact